Oscar Murillo
Financial Consultant
Santa Barbara,US
Summary
Financial Consultant and Certified Financial Planner™ candidate (Exam: Nov 2025) with over a decade of experience guiding clients through complex financial decisions across investing, insurance, and banking. Recognized for consistently outperforming sales goals and peer benchmarks while delivering clear, personalized strategies rooted in trust, long-term outcomes, and data-driven planning. Focused on building clarity, confidence, and lasting impact through every phase of the financial journey.
Overview
12
12
years of professional experience
4
4
Certificates
Timeline
Financial Consultant
Fidelity Investments
12.2024 - 06.2025
Investment Consultant
Fidelity Investments
06.2023 - 12.2024
Financial Representative
Fidelity Investments
07.2022 - 06.2023
Account Manager
State Farm
05.2018 - 07.2022
Senior Banker
Union Bank
09.2017 - 05.2018
Relationship Manager
State Farm
02.2017 - 09.2017
Personal Banker
Bank of America
12.2013 - 02.2016
Bachelor of Arts - Economics
California State University, Channel Islands
05.2001 -
Associate of Arts - Economics, Mathematics, Sociology
Santa Barbara City College
05.2001 -
Education
Bachelor of Arts - Economics
California State University, Channel Islands
Camarillo, CA 05.2001 -
Associate of Arts - Economics, Mathematics, Sociology
Santa Barbara City College
Santa Barbara, CA 05.2001 -
Certification
Series 7
Work History
Financial Consultant
Fidelity Investments
12.2024 - 06.2025
- Lead planning conversations focused on retirement income, estate coordination, and wealth management strategies
- Developed and delivered tailored investment recommendations supported by in-depth client analysis
- Ran Monte Carlo simulations to quantify probability of success and guide strategic decision-making
- Partnered with internal specialists to implement holistic financial solutions across multiple product areas
- Outpaced new Financial Consultant benchmarks by 3x in managed money and insurance product adoption
Investment Consultant
Fidelity Investments
06.2023 - 12.2024
- Consistently ranked in the top 90–100th percentile nationwide for performance and client engagement
- Served as the primary point of contact for affluent households, delivering personalized investment strategies
- Conducted reviews, recommended solutions, and guided clients through market conditions and reallocation opportunities
Financial Representative
Fidelity Investments
07.2022 - 06.2023
- Supported advisors with outbound lead generation, account onboarding, and initial planning prep
- Input data for Monte Carlo analysis to support proposal development and planning outcomes
- Assisted clients with account navigation, platform tools, and service-related requests
Account Manager
State Farm
05.2018 - 07.2022
- Recruited back to the agency to help take over and grow an existing book of business following the retirement of a senior agent
- Conducted in-depth policy reviews and risk assessments to deliver tailored coverage recommendations
- Managed a book of over 500 clients and led a team of 4 (2 multi-line reps, 2 service reps)
- Oversaw servicing, renewals, and risk reviews across auto, home, liability, and business lines
- Established an outbound call center function, building engagement scripts and team processes
- Trained and coached staff to improve retention, service quality, and compliance standards
Senior Banker
Union Bank
09.2017 - 05.2018
- Opened and serviced personal and business accounts, delivered customized banking solutions
- Executed outbound call strategies to identify planning and lending opportunities
- Referred clients to investment and credit partners, deepening multi-product relationships
Relationship Manager
State Farm
02.2017 - 09.2017
- Helped identify client needs, uncover planning opportunities, and conduct insurance policy reviews
- Maintained multiline client relationships, focusing on retention and proactive service
- Partnered with underwriting teams to coordinate policy updates and complex service requests
Personal Banker
Bank of America
12.2013 - 02.2016
- Opened and maintained personal, business, and trust accounts in compliance with banking standards
- Ranked in the top 90–100th percentile in the market for performance and relationship development
- Referred clients to internal specialists in mortgage, investment, and business banking services
- Supported consistent branch growth through service excellence and sales execution
Skills
Financial Planning
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